POET Technologies Inc.

Thanks for that Turr I like your style.

You like I will know that every technical announcement or briefing from POET has been met with a decline in the SP. This always frustrates and mystifies me because like everyone else I want to see the SP rise for the feel-good factor, not to sell as I am in the $70 plus club and Eileens legacy investment.

My frustration comes from not seeing anything sigficantly negative to justify down turn but everything remaining positive from the ever improving fundementals that have derisked PTI. Nobody but nobody has offered an argument here that justifies to my logic a downturn other than irrational emotional response of Human Beings. The unemotional response to the current factors presented yesterday are that POET is in excellent shape and heading to become a ACACIA like company (SV prompted that notion not me)

The public offering and, what I think is misunderstanding, of when revenue from the AOC would arrive, has dampened the enthusiasm for this share with many leaving and uttering recrimination about management's failure to push SP along or pumping here. This 'own goal' has taken the public focus and not the reality that revenue has begun entering the PTI coffers, which is set to build up significantly over the current quarter and then accelerate throughout 2017. It’s the degree of acceleration of revenue that interests me since it will be customer led and therfore not easily predictable particularly until the good news spreads wider than just the DenseLight legacy customer base.

We all imagined that REVENUE would kick start the SP advance and it may still do when Q3 figures are announced in November. One consequence of the November Q3 Earning Call will be a more realistic predictions of revenues for 2017. Revenue build up is led by the acquisition of DenseLight and ramp up of its excellent products which are in demand, and, and more importantly for POET aficionados, revenue from sales of the POET detector which lets face it, given the Luxmux deal and its known super performance parameters and the ever growing demand from customers needing detectors, may well become a little revenue gem for PTI in a much shorter time scale than the AOC, whose production seems to have been blighted not by engineering problems but by problems of sourcing GaAs discs from the right country. This was an unforeseen and inevitable given the necessary and forgiveable haste to recover from the Alfalight saga

The current dip in SP is retail led largely and possibly many here realising they should have taken profits back in Sep when the new strategy changed to slow burn product commercialisation by our new CEO SV. Us longs were a little gloomy and reticent back then but resolute nevertheless as we had been fed with and used to the previous strategy of instant gratification from IP sales which vaporised with the outgoing interim CEO's demise.

The above is fact, but on the speculation front (SPECULATION WARNING) we all know about my fruity chestnut theory, but selling the IP has never been off the cards, and I for one was very happy with the new commercialisation strategy as it significantly enhanced the value of PTI as a company that not only designed disruptive IP but developed it into the proof point of a mass manufacturing POET products. Take Pelligrino 2 and add in the shareholder value of what has been achieved by our 'dream team' over the last year and $70 plus club is alive and kicking to my mind if there is a sale amoungst high bidders fearing what POET could do to or for their companies.

sula